Apple forced to ‘fight’ for chip capacity, pay higher TSMC prices: report

Apple Now Facing Unprecedented Competition for Chip Supply

Apple increasingly has to compete with other companies for chips made by Taiwan Semiconductor Manufacturing Co. (TSMC), as surging demand for artificial...

Apple forced to ‘fight’ for chip capacity, pay higher TSMC prices: report

Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand, per a new report.

The AI Rush Is Changing Apple’s Longstanding Advantage at TSMC

Apple no longer sits alone at the front of the line for the world’s most advanced chips. Rising demand from artificial intelligence companies has reshaped priorities at Taiwan Semiconductor Manufacturing Co., forcing Apple to compete more directly for capacity that once felt assured. Apple’s Changing Position at TSMC For more than a decade, Apple played […] The post The AI Rush Is Changing Apple’s Longstanding Advantage at TSMC appeared first on…

Will Apple struggle to secure chip production lines as it competes with NVIDIA over TSMC's production capacity?

by Sumudu Mohottige / Li Jilin TSMC, one of the world's largest semiconductor foundries, has long been a 'top customer' for Apple, which outsources the manufacturing of chips used in iPhones and Macs to TSMC. However, in response to the recent boom in AI, Apple is competing with NVIDIA for TSMC's manufacturing lines and is struggling to secure chip production sites, according to Taiwanese technology journalist Tim Karpan. Apple is Fighting for T…